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Universal Logistics Holdings
ULH

66 hedge funds and large institutions have $120M invested in Universal Logistics Holdings in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $93.5M → $120M (+$26.4M)

0.55% less ownership

Funds ownership: 26.19% → 25.63% (-0.55%)

8% less funds holding

Funds holding: 72 → 66 (-6)

23% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 31

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

Holders
66
Holders Change
-6
Holders Change %
-8.33%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
24
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Globeflex Capital
California
+$1.13M
2
PCM
Penn Capital Management
Pennsylvania
+$1.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.02M
4
LSV Asset Management
LSV Asset Management
Illinois
+$651K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$564K

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$2.08M
2
HIM
Hillsdale Investment Management
Ontario, Canada
-$1.77M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$1.06M
4
Millennium Management
Millennium Management
New York
-$803K
5
GCP
GSA Capital Partners
United Kingdom
-$488K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$671K +$564K +39,747 New
Los Angeles Capital Management
27
Los Angeles Capital Management
California
$623K +$293K +20,602 +135%
Wells Fargo
28
Wells Fargo
California
$580K +$14.2K +1,001 +3%
Citadel Advisors
29
Citadel Advisors
Florida
$489K -$389K -27,400 -49%
Millennium Management
30
Millennium Management
New York
$480K -$803K -56,563 -67%
WG
31
Winton Group
United Kingdom
$456K +$11.4K +801 +3%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$413K -$72.4K -5,100 -18%
Renaissance Technologies
33
Renaissance Technologies
New York
$405K -$17K -1,200 -5%
Invesco
34
Invesco
Georgia
$403K +$1.75K +123 +0.5%
SEI Investments
35
SEI Investments
Pennsylvania
$362K +$36.9K +2,600 +14%
WCM
36
Wedge Capital Management
North Carolina
$353K -$232K -16,313 -45%
OSAM
37
O'Shaughnessy Asset Management
Connecticut
$310K -$44.8K -3,156 -15%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$307K +$19.9K +1,400 +9%
Barclays
39
Barclays
United Kingdom
$303K +$144K +10,138 +139%
BGIM
40
Brandywine Global Investment Management
Pennsylvania
$298K +$27.7K +1,949 +13%
First Trust Advisors
41
First Trust Advisors
Illinois
$272K +$12.9K +910 +6%
AllianceBernstein
42
AllianceBernstein
Tennessee
$221K +$31.2K +2,200 +21%
Man Group
43
Man Group
United Kingdom
$216K +$177K +12,454 New
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$214K – – –
DA
45
Denali Advisors
California
$200K – – –
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$193K -$9.2K -648 -6%
Squarepoint
47
Squarepoint
New York
$181K -$135K -9,487 -48%
State of Tennessee, Department of Treasury
48
State of Tennessee, Department of Treasury
Tennessee
$150K -$79K -5,565 -39%
Morgan Stanley
49
Morgan Stanley
New York
$149K +$33.6K +2,363 +38%
PAM
50
Panagora Asset Management
Massachusetts
$145K – – –
1
2
3 4

ULH Hedge Fund Activity: Q2 2020 in Review

66 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Universal Logistics Holdings (ULH) for Q2 2020, worth a combined $120M — up 28% from $93.5M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of ULH and 4 opened new positions — a net loss of 6 holders — while 31 trimmed existing stakes and 24 added.

The largest buyer was Globeflex Capital, adding an estimated $1.13M. The largest seller was Royce & Associates, cutting an estimated $2.08M.

  • 66 institutional investors held Universal Logistics Holdings (ULH) as of Q2 2020, down from 72 in Q1 2020.
  • Funds reported $120M of Universal Logistics Holdings stock for Q2 2020, up 28% quarter-over-quarter.
  • 4 funds opened new Universal Logistics Holdings positions in Q2 2020 and 10 closed out, a net change of -6 holders.
  • The largest Universal Logistics Holdings buyer in Q2 2020 was Globeflex Capital, an estimated $1.13M added.
  • The largest Universal Logistics Holdings seller in Q2 2020 was Royce & Associates, an estimated $2.08M sold.

Based on aggregated 13F filings for Q2 2020.